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Building 2DIVERSIFIED CAPITAL GROUP

Map pinARROYO GRANDE, CA
Phone805-489-6700
NotebookSEC #801-68231
Total AUM
$28M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1112 EAST GRAND AVENUE
ARROYO GRANDE
CA 93420
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
805-489-6700

ReceiptFinancials

Total AUM
$28M
Accounts
139
Discretionary
$28M
Accounts
139
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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